Planned Giving Officer

Auburn Advancement is seeking a Planned Giving Officer to join our philanthropy team. In this role, you will collaborate with donors, advisors, and university representatives to develop and implement personalized philanthropic plans that support Auburn University’s mission while helping donors achieve their goals.

About the role

This position is highly externally focused, requiring frequent travel and meetings on and off campus during regular and non-traditional business hours. The role operates with a high level of autonomy.

Responsibilities

• Guide donors and their advisors in shaping tax-efficient philanthropic vision, helping them set impactful goals and create meaningful plans.
• Research and craft compelling philanthropic giving proposals that resonate with donors, showcasing the transformative potential of their contributions.
• Become proficient in the mission, vision, and programs of Auburn University, and effectively communicate these to inspire donor support.
• Work with donors, their families, advisors, and university representatives to align philanthropic goals with Auburn’s needs and aspirations.
• Cultivate relationships with professional advisors, leveraging their expertise to enhance future gift commitments and foster long-term donor relationships.
• Actively participate in professional organizations, staying connected with industry trends and building a network of peers in gift planning and advancement.
• Contribute to the creation of innovative marketing strategies, donor recognition plans, and stewardship initiatives that enhance donor engagement and satisfaction.
• Play a key role in organizing and participating in special events, celebrating donor contributions and fostering community.
• Manage a dynamic portfolio of at least 100 planned gift prospects, building and nurturing relationships through personalized engagement strategies.
• Engage with prospects and donors through face-to-face meetings, guiding them through qualification, cultivation, solicitation, and stewardship.
• Ensure timely completion of gift plans, endowment agreements, and all related documentation, maintaining records in our CRM and planned giving software systems.

Requirements

• Bachelor’s degree.
• Level I: 2 years of experience in fundraising, marketing, sales, and/or public relations.
• Level II: 4 years of experience in fundraising, marketing, sales, and/or public relations.
• Valid and in-state driver license.

Desired Qualifications

• MBA, CPA, CFP, JD, or CLU.
• Experience in financial planning, law, accounting, estate planning, securities, or investment.
• Knowledge and application of fundamental concepts, practices, and procedures in the field of specialization.

Benefits

• Generous benefits package.
• Educational opportunities and a culture of support and work/life balance.
• Southern charm of the Auburn/Opelika area with vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and Gulf of Mexico beaches.
• Commitment to fostering an inclusive environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.

Why Join Us

• Impactful Work: Your efforts will directly contribute to the growth and success of Auburn University and its priorities.
• Collaborative Environment: Join a team of dedicated professionals committed to making a difference.
• Purpose-Driven Work: Align your passion and fulfillment with work where you’re trusted to reach your full potential.
• Culture by Design: Thrive in a culture that champions respect, accountability, and professional development.